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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-08 |
| MI | RA | APPROVED | 2024-02-09 |
Branch Locations
800 W Madison St, Chicago, IL 60607 • United States
33 W Huron St, Chicago, IL 60654 • United States
161 N. Clark, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Grand Rapids | MI | 06/2022 | Present |
| Hope College | Holland | MI | 08/2018 | 05/2022 |
| Calvary Schools | Holland | MI | 08/2010 | 07/2018 |
| Fifth Third Securities | Grand Rapids | MI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-08 |
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